Kelly Klingaman, CFP®, RLP®

About Kelly Klingaman, CFP®, RLP®

Hi there, I’m Kelly – financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries. You’ve got a busy life and you’re juggling a lot. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.

Professional:
Prior to founding KKFP, I spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently I was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

I received a degree in Finance from the University of Texas at Austin McCombs School of Business, and I also hold the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.

Personal:
I’m a born-and-raised Texan and have called Austin my home for 15 years. My husband Matt and I have two young kiddos, plus our “first-born” – a German Shorthaired Pointer. On the weekend you’ll find our crew hiking the trails around town and stopping at Tacodeli for lunch, and in the evening we like to put on a Star Wars movie and make homemade pizza.

As for me, my favorite ways to stay active are playing sand volleyball at Aussie’s and paddleboarding on Lady Bird Lake. And while I don’t do the cooking (thanks Hubs!) our pantry is always stocked so I can bake my famous chocolate chip cookies – ask me about the recipe sometime!

My Why:
If you’re a professional woman, I understand how it feels when there are never enough hours in a day, and how overwhelming stress often accompanies the balancing act of our personal and professional lives. On top of that, the path to career success is often fraught with roadblocks that men, on average, never face.

One area in particular that never gets the attention it deserves from successful professional women? Their personal finances. What’s worse is the financial services industry tends to neglect this need because it wasn’t designed with women in mind. A big factor: most financial advisors are men. The CFP Board recently reported that only 23.4% of CERTIFIED FINANCIAL PLANNER™ professionals are women, a number that has hovered steadily around this point for over a decade.

My own experiences and observations pushed me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.

This is the time to start optimizing your high-income years and make sure you’re using your financial resources effectively in order to enjoy life now and the journey ahead.

Igor Smolyanskiy, CFP®, CFA

About Igor Smolyanskiy, CFP®, CFA

I am a spreadsheet junkie, a lifelong learner and an educator.

After a 20+ year career on Wall Street, I decided to pursue my passion to help people maximize their potential and meet key life goals by providing them with practical financial advice.

Many people I know shy away from seeking professional advice as they feel it is too investment-centric and expensive. Investment management is important, but there is so much more to optimizing financial life that is usually neglected. We are here to address that.

I believe financial advisory should not be fundamentally different from an accounting or law practice where professionals are compensated directly for their services based on quality and complexity of work. At Vilga, we embrace that model. Dramatic improvement in quality and cost of professional software, virtualization of number crunching and communication make it possible for us to offer high quality service in this space.

Michael Delaney, CFP®, ChFC®

About Michael Delaney, CFP®, ChFC®

Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals.

When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.

Brooklyn Brock, CFP®, CEPA®

About Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts.

I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%.

As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors.

One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

Phil Funk, CFP®

About Phil Funk, CFP®

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Carmel, Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth.

Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions.

Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER.

Phil lives with his wife and three children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Cristina Livadary, CFP®, RLP®

About Cristina Livadary, CFP®, RLP®

Mana Financial Life Design is dedicated to helping clients achieve their biggest dreams, regardless of where they are in the journey.

Mana is a native Hawaiian concept of power unrelated to wealth. You have a chance to gain or lose mana in everything that you do.

Just like a personal trainer helps clients achieve physical fitness, we are accountability partners in becoming financially fit. With our process, clients can withstand anything. And best of all, we stand by their side the whole way – making sure they do.

We work one-on-one with clients on a regular basis. Clients can expect monthly virtual meetings. We use the latest tools and technology to keep clients on track and monitor their progress. Clients can customize their experience and adjust aspects of their planning based on milestones and scheduled reviews. Contact us here.

Michael J. Martinez, CFP®, CRPC

About Michael J. Martinez, CFP®, CRPC

Michael Martinez is the Founder of Live, Learn, Grow Wealth Management, LLC. Michael has worked in the financial services industry for nearly a decade, first in the late 1990’s and then returning to the industry in 2011. He likes to say that the reason he entered the industry is because, “we all need support and I enjoy helping people”.
Michael received a Bachelor of Science in Administration with a Finance Concentration from California State University, San Bernardino. He began his career at a large broker/dealer. While it was certainly valuable experience, Michael believed that the best way to help people enjoy their journey towards achieving their goals was to establish his own Registered Investment Advisory firm which led him to forming Live, Learn, Grow Wealth Management, LLC.
Michael has worked hard to study and develop a platform that supports the needs of his clients. He finds the greatest enjoyment in working with a select group of clients who can utilize his expertise in their lives. Michael labors to build strong and lasting ties with his clients and takes great pride in their personal and financial success through education, understanding and growth.
In his spare time, Michael enjoys spending time with family and friends, riding Harley’s and attempting to hit a golf ball.